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VIKING GLOBAL INVESTORS LP
13F-HR/A

Q4 2021

Period Dec 31, 2021Filed May 16, 2022View on EDGAR ↗
Compare vsprevious quarter (Q4 2021)
Positions
107
Total value
$34.71B
Top 10 concentration
37.4%
New positions
0

Holdings · 107

#Class
1GINKGO BIOWORKS HOLDINGS INC
DNA · 37611X100
CL A SHS$2.82B8.12%339,055,144+8.7%
2GENERAL ELECTRIC CO
GE · 369604301
COM NEW$1.7B4.91%18,041,156
3T-MOBILE US INC
TMUS · 872590104
COM$1.52B4.39%13,148,287
4HUMANA INC
HUM · 444859102
COM$1.24B3.56%2,663,368
5
BROOKFIELD ASSET MGMT INC
112585104
CL A LTD VT SH$1.06B3.06%17,603,102
6MICROSOFT CORP
MSFT · 594918104
COM$986.35M2.84%2,932,762
7PARKER-HANNIFIN CORP
PH · 701094104
COM$972.47M2.80%3,056,921
8AMAZON COM INC
AMZN · 023135106
COM$927.61M2.67%278,199
9ROIVANT SCIENCES LTD
ROIV · G76279101
SHS$889.45M2.56%88,238,700
10VISA INC
V · 92826C839
COM CL A$860.68M2.48%3,971,579
11API GROUP CORP
APG · 00187Y100
COM STK$859M2.47%33,333,333
12ADAPTIVE BIOTECHNOLOGIES COR
ADPT · 00650F109
COM$841.62M2.42%29,993,708
13BOSTON SCIENTIFIC CORP
BSX · 101137107
COM$805.49M2.32%18,961,501
14TWILIO INC
TWLO · 90138F102
CL A$784.86M2.26%2,980,398
15COMCAST CORP NEW
CMCSA · 20030N101
CL A$715.35M2.06%14,213,091
16
CHUBB LIMITED
H1467J104
COM$713.66M2.06%3,691,765
17CENTENE CORP DEL
CNC · 15135B101
COM$710.18M2.05%8,618,638
18COUPA SOFTWARE INC
COUPEUR · 22266L106
COM$658.76M1.90%4,168,030
19FORTIVE CORP
FTV · 34959J108
COM$647.32M1.86%8,484,942
20META PLATFORMS INC
META · 30303M102
CL A$634.53M1.83%1,886,516
21GUARDANT HEALTH INC
GH · 40131M109
COM$507.54M1.46%5,074,389
22WORKDAY INC
WDAY · 98138H101
CL A$478.5M1.38%1,751,589
23AON PLC
AON · G0403H108
SHS CL A$454M1.31%1,510,517
24BRIDGEBIO PHARMA INC
BBIO · 10806X102
COM$444.04M1.28%26,620,991
25UBER TECHNOLOGIES INC
UBER · 90353T100
COM$443.82M1.28%10,584,794
26AMERIPRISE FINL INC
AMP · 03076C106
COM$438.55M1.26%1,453,796
27ROYALTY PHARMA PLC
RPRX · G7709Q104
SHS CLASS A$411.07M1.18%10,315,378
28FIGS INC
FIGS · 30260D103
CL A$406.31M1.17%14,742,689
29AVANTOR INC
AVTR · 05352A100
COM$370.3M1.07%8,787,342
30RIVIAN AUTOMOTIVE INC
RIVN · 76954A103
COM CL A$332.26M0.96%3,204,389
31DEERE & CO
DE · 244199105
COM$320.06M0.92%933,418
32GLOBAL E ONLINE LTD
GLBE · M5216V106
SHS$319.42M0.92%5,038,891
33ZIMMER BIOMET HOLDINGS INC
ZBH · 98956P102
COM$317.12M0.91%2,496,245
34HDFC BANK LTD
HDB · 40415F101
SPONSORED ADS$315.78M0.91%4,852,938
35BOOKING HOLDINGS INC
BKNG · 09857L108
COM$307.77M0.89%128,278
36ASSURANT INC
AIZ · 04621X108
COM$268.67M0.77%1,723,771
37
LABORATORY CORP AMER HLDGS
50540R409
COM NEW$267.13M0.77%850,147
38JD.COM INC
JD · 47215P106
SPON ADR CL A$263.88M0.76%3,765,921
39TENET HEALTHCARE CORP
THC · 88033G407
COM NEW$262.33M0.76%3,211,241
40MCDONALDS CORP
MCD · 580135101
COM$256.88M0.74%958,248
41BIOMARIN PHARMACEUTICAL INC
BMRN · 09061G101
COM$253.56M0.73%2,869,947
42MATCH GROUP INC NEW
MTCH · 57667L107
COM$251.22M0.72%1,899,574
43LITHIA MTRS INC
LAD · 536797103
COM$234.91M0.68%791,084
44INHIBRX INC
INBX · 45720L107
COM$231.71M0.67%5,305,866
45WILLIS TOWERS WATSON PLC LTD
WTW · G96629103
SHS$228.54M0.66%962,328
46FLEETCOR TECHNOLOGIES INC
FLT1EUR · 339041105
COM$220.12M0.63%983,391
47PALO ALTO NETWORKS INC
PANW · 697435105
COM$220.01M0.63%395,157
48MARSH & MCLENNAN COS INC
MRSH · 571748102
COM$219.29M0.63%1,261,570
49TAKE-TWO INTERACTIVE SOFTWAR
TTWO · 874054109
COM$213.97M0.62%1,203,961
50FARFETCH LTD
FTCHQ · 30744W107
ORD SH CL A$198.78M0.57%5,946,096
51ZAI LAB LTD
ZLAB · 98887Q104
ADR$189.74M0.55%3,018,958
52INTELLIA THERAPEUTICS INC
NTLA · 45826J105
COM$186.76M0.54%1,579,536
53TESLA INC
TSLA · 88160R101
COM$183.53M0.53%173,672
54INSULET CORP
PODD · 45784P101
COM$180.45M0.52%678,194
55ZENTALIS PHARMACEUTICALS INC
ZNTL · 98943L107
COM$178.06M0.51%2,118,284
56ZOOMINFO TECHNOLOGIES INC
GTM · 98980F104
COM CL A$173.75M0.50%2,706,305
57FEDEX CORP
FDX · 31428X106
COM$169.47M0.49%655,242
58AMERICAN INTL GROUP INC
AIG · 026874784
COM NEW$165.08M0.48%2,903,295
59CHARLES RIV LABS INTL INC
CRL · 159864107
COM$146.99M0.42%390,129
60CATALENT INC
CTLTEUR · 148806102
COM$145.87M0.42%1,139,354
61SERVICENOW INC
NOW · 81762P102
COM$145.57M0.42%224,261
62LI AUTO INC
LI · 50202M102
SPONSORED ADS$144M0.41%4,485,985
63MOLINA HEALTHCARE INC
MOH · 60855R100
COM$142.4M0.41%447,686
64PELOTON INTERACTIVE INC
PTON · 70614W100
CL A COM$141.31M0.41%3,951,576
65THERMO FISHER SCIENTIFIC INC
TMO · 883556102
COM$140.83M0.41%211,058
66SUNRUN INC
RUN · 86771W105
COM$131.14M0.38%3,823,259
67ACADIA HEALTHCARE COMPANY IN
ACHC · 00404A109
COM$126.9M0.37%2,090,576
68PROCEPT BIOROBOTICS CORP
PRCT · 74276L105
COM$122.75M0.35%4,907,892
69GUARDANT HEALTH INC
GH · 40131MAB5
NOTE 11/1$121.99M0.35%120,000,000
70BRISTOL-MYERS SQUIBB CO
BMY · 110122108
COM$113.2M0.33%1,815,619
71
KARUNA THERAPEUTICS INC
48576A100
COM$113.14M0.33%863,664
72SEA LTD
SE · 81141R100
SPONSORD ADS$98.46M0.28%440,129
73ADAPTHEALTH CORP
AHCO · 00653Q102
COMMON STOCK$96.61M0.28%3,949,783
74
COUPA SOFTWARE INC
22266LAF3
NOTE 0.375% 6/1$95M0.27%100,000,000
754D MOLECULAR THERAPEUTICS IN
FDMT · 35104E100
COM$86.4M0.25%3,937,914
76WESTERN DIGITAL CORP.
WDC · 958102105
COM$85.49M0.25%1,311,029
77PVH CORPORATION
PVH · 693656100
COM$81.99M0.24%768,809
78ZILLOW GROUP INC
Z · 98954M200
CL C CAP STK$80.34M0.23%1,258,215
79INTERNATIONAL FLAVORS&FRAGRA
IFF · 459506101
COM$76.98M0.22%510,985
80BLOCK INC
XYZ · 852234103
CL A$73.48M0.21%454,947
81XPENG INC
XPEV · 98422D105
ADS$73.31M0.21%1,456,496
82AMEDISYS INC
AMED · 023436108
COM$63.32M0.18%391,131
83KKR & CO INC
KKR · 48251W104
COM$60.05M0.17%806,081
84KE HLDGS INC
BEKE · 482497104
SPONSORED ADS$58.76M0.17%2,920,256
85PULTE GROUP INC
PHM · 745867101
COM$52.23M0.15%913,668
86
TALARIS THERAPEUTICS INC
87410C104
COM$50.3M0.14%3,289,617
87BIOHAVEN PHARMACTL HLDG CO L
BHVN · G11196105
COM$48.07M0.14%348,783
88OLAPLEX HLDGS INC
OLPX · 679369108
COM$46.99M0.14%1,613,189
89EDGEWISE THERAPEUTICS INC
EWTX · 28036F105
COM$41.67M0.12%2,727,249
90PMV PHARMACEUTICALS INC
PMVP · 69353Y103
COM$41.36M0.12%1,790,284
91
ICOSAVAX INC
45114M109
COM$41.11M0.12%1,796,800
92RALLYBIO CORP
RLYB · 75120L100
COM$40.02M0.12%4,194,777
93APOLLO GLOBAL MGMT INC
APOEUR · 03768E105
COM CL A$38.98M0.11%538,212
94PHARVARIS N V
PHVS · N69605108
COM$38.85M0.11%2,455,536
95
ORION ACQUISITION CORP
68626A207
UNIT 02/19/2026$36.14M0.10%3,669,272
96VTEX
VTEX · G9470A102
SHS CL A$32.41M0.09%3,023,280
97KINNATE BIOPHARMA INC
KNTEUSD · 49705R105
COM$32.26M0.09%1,820,462
98NUVALENT INC
NUVL · 670703107
COM$31.37M0.09%1,647,671
99ABIOMED INC
ABMDEUR · 003654100
COM$29.66M0.09%82,572
100CELLDEX THERAPEUTICS INC NEW
CLDX · 15117B202
COM NEW$29.29M0.08%757,881
101DAY ONE BIOPHARMACEUTICALS I
DAWNGBX · 23954D109
COM$19.5M0.06%1,157,424
102
TDCX INC
87190U100
ADS$19.43M0.06%1,014,497
103
ON HLDG AG
H5919C104
NAMEN AKT A$11.34M0.03%300,000
104
MELI KASZEK PIONEER CORP
G5S74L106
CLASS A ORD$10.18M0.03%880,185
105LIANBIO
LIANY · 53000N108
SPONSORED ADS$9.24M0.03%1,500,000
106SEMA4 HOLDINGS CORP
SMFRUSD · 81663L101
COM CL A$5.47M0.02%1,226,307
107
GRACELL BIOTECHNOLOGIES INC
38406L103
SPONSORED ADS$2.97M0.01%491,647
Total filing value: $34.71B